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Baker Institute report: China has positioned itself as a gatekeeper to the energy transition; nickel case study

Green Car Congress

Russia’s invasion of Ukraine and other recent developments, not least post-pandemic recovery, undermined Tsingshan’s short position, forcing the company to purchase nickel at increasing prices to cover the positions, and the LME to increase margin requirements for market participants.

China 416
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We Need More Than Just Electric Vehicles

Cars That Think

The total cost of purchasing and driving one—the cost of ownership—has fallen nearly to parity with a typical gasoline-fueled car. more than 86 percent of vehicle sales in that country in 2021. We then systematically increased the share of EVs among new vehicle sales until the cumulative fleet emissions fell within the budget.